Recommended for those who wish to delegate the management of their securities portfolios to the AGI management team, while stipulating a low exposure to stock market fluctuations.
The objective is to have only minimal exposure to stock market risks to ensure a minimum return on their investments, thereby maximizing coupon yield within the overall portfolio performance: the portion invested in stocks and other high-risk investments will under no circumstances exceed 20% of the total value of the securities portfolio.
In this case, SGI-AGI will put you in direct contact with a client account manager to finalize the terms of the desired management agreement and complete the remaining account opening formalities, while specifying your investment horizon and risk tolerance.
A specialized management team will completely relieve you of the management of your securities portfolio, ensuring that your directives and aspirations are scrupulously respected.
You will be kept fully informed about the management of your portfolio, with regular delivery of transaction confirmations, quarterly statements, and quarterly and annual management reports. You will also always have access to real-time information on the AGI website.
Documents needed to open an account:
For any account opening or for more information, please do not hesitate to contact one of our advisors by phone or email.
Or you can contact the nearest AGI agency.
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